Live Oak Investment Partners Incresed Positions in Q3 2024

Live Oak Investment Partners

Stock	Shares change	Price Range	Shares Held
CVS Cvs Health Corp Healthcare	143 + 76.06%	$55.81 - $63.18 $7.98K - $9.03K	331 $20K
BX Blackstone Inc. Financial Services	47 + 134.29%	$120.77 - $159.66 $5.68K - $7.5K	82 $12K
SU Suncor Energy Inc Energy	228 + 121.93%	$36.06 - $41.7 $8.22K - $9.51K	415 $15K
IWR Ishares Russell Mid Cap ETF ETFs	77 + 71.3%	$79.92 - $88.19 $6.15K - $6.79K	185 $16K
COP Conocophillips Energy	85 + 39.17%	$102.3 - $116.61 $8.7K - $9.91K	302 $31K
FSMD Fidelity Covington Tr Small Mi ETFs	159 + 79.9%	$37.22 - $41.47 $5.92K - $6.59K	358 $14K
IYE Ishares Tr ETFs	146 + 180.25%	$44.44 - $49.18 $6.49K - $7.18K	227 $10K
IYK Ishares U.S. Consumer Staples ETFs	82 + 141.38%	$65.27 - $72.12 $5.35K - $5.91K	140 $9K
BAC Bank Of America Corp Financial Services	8 + 0.65%	$36.65 - $44.13 $293 - $353	1.25K $49K
RHS Invesco ETF Tr S&P 500 Equal W ETFs	187 + 1.0%	N/A	19K $0
FDEM Fidelity Emerging Markets Mult	258 + 146.59%	N/A	434 $0
XLE Energy Sector Spdr ETFs	230 + 3.32%	$84.35 - $93.39 $19.4K - $21.5K	7.15K $628K
GOOGL Alphabet Inc. Communication Services	10 + 3.09%	$148.65 - $191.18 $1.49K - $1.91K	334 $55K
MSFT Microsoft Corp Technology	39 + 1.23%	$395.15 - $467.56 $15.4K - $18.2K	3.2K $1.38M
HAL Halliburton CO Energy	2.33K + 9.88%	$27.81 - $36.44 $64.9K - $85K	25.9K $752K
MRK Merck & Co., Inc. Healthcare	1.03K + 5.99%	$111.15 - $128.97 $114K - $132K	18.2K $2.06M
FDX Fedex Corp Industrials	142 + 1.97%	$254.64 - $313.52 $36.2K - $44.5K	7.35K $2.01M

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